See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,196 | $232,540-97.3% | $185,117-96.7% | $147,584-95.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 20.07% | 43.03%-23.0pp | 40.50%-20.4pp | 578.55%-558.5pp |
| Employer contribution / active EE | $651 | $5,195-87.5% | $4,182-84.4% | $4,876-86.7% |
| Participant deferral / active EE | $1,613 | $5,834-72.3% | $5,045-68.0% | $5,439-70.3% |
| Admin fee / account holder | $457 | $10,275-95.6% | $8,159-94.4% | $10,885-95.8% |